Preservica Enterprise Edition v5.7Preservica Enterprise Edition is a modular and proven on premise digital preservation platform that can be tailored to meet the needs of different size organizations - from a standard single server configuration to a high through-put multi-server, multi-tenant environment. Additional options include synchronization with catalogue systems, a public access module and a developer’s tool kit for work flow customization and tight integration with other systems. Preservica EE is designed for organizations with in-house IT resources, that might also want to keep some content inside their own firewall, as well as be able to combine this with cloud storage (from multiple providers) to create a highly durable and scalable “hybrid” storage environment.

OverviewPreservica EE contains all the functions required to deliver advanced Digital Preservation, as specified in the Open Archives Information System (OAIS) reference architecture (ISO14721:2012): Ingest, Archival Storage, Data Management, Administration, Access, Preservation Planning and Preservation Action.Content UploadIngest allows users to load information into the archive in a managed and efficient manner. Preservica EE provides:• Locally installable “SIP Creator” to:

○ Build submission packages from locallyheld files

○ Assign descriptive metadata fromfragments created elsewhere or byusing a GUI

○ Select where in the hierarchy to placethe submission

○ Submit content securely to Preservica

• Upload content directly via browser (nolocal tool required)

• Create and ingest a website snapshot by crawling a user supplied URL

• Optional package ingest types include:○ Easily upload content, in multiple

formats, resulting from digitization projects

○ Ability to upload DSpace packages and BagIt Bags

○ Ingest ISO disk images (e.g. images of CD, DVD and Hard Disk Drives)

○ Ingest directly from Microsoft SharePoint, PastPerfect and CONTENTdm

○ Preserve email & attachments from Microsoft Outlook (MSG, PST), Gmail and Lotus Notes

• Workfl ow steps to perform quality assurance including:○ Virus checking○ Checksum verification○ Checking permitted file formats○ Checking metadata schema compliance○ Metadata consistency

• Built in technical metadata extraction required for preservation

required for preservation (for more see Preservation below)

Service Description | Enterprise Edition

• Workflow to migrate file formats on ingest using user defined migration pathway (normalization)

• Automated storage processes:

○ Index selected metadata and content

○ Coordinate storage passing the material into the archival database and cloud storage

• Manual and automated workflows to perform all the ingest processes required

• Ability to detect the ingest of duplicate files• Option to customize Ingest workflows by

adding or modifying workflow steps

Archival Storage

• Preservica EE provides the flexibility to store content within a local drive and network drive provided by the customer, and cloud storage in either Amazon S3 (fast storage) and/or Amazon Glacier (slow, lower cost storage) and/or Microsoft Azure.

• Two storage adapter types are included with the base license, additional storage adapter types can be added as an option.○ Simple file system (e.g. Windows or

Linux servers, Axiom Pillar)

○ Network Attached Storage / Storage Attached Network

○ Hierarchical storage management(HSM) systems (e.g. FileTek’s StorHouse on a Sun server, Oracle SAM-QFS)

• Option to have hybrid on-premise and cloud storage. Different information can be stored in different locations (Amazon S3, Glacier and Microsoft Azure)

• Add support for custom storage types by adding or modifying a storage adaptor

• Options for how information is saved on the drive:

○ Arrange the information physically to mimic the logical hierarchy or keep at a single level

○ Optionally save an additional copy of the metadata to this drive

• Integrity checking of all objects held in storage

○ Checksums calculated on storage for each copy

○ Checksum re-calculated on access or at regular timed intervals on files at rest

○ Confirmation by Preservica EE that when a file is accessed, it is the same as the file loaded in ingest using its own checksum (choose from MD5, SHA-1, SHA-256, SHAR-512)

○ Ability to save selected portions of the collection to an external FTP server

Data ManagementPreservica EE contains a range of capabilities to allow users to manage the metadata that describes the content:

• Metadata is held in an internal MySQLdatabase. Alternatively use an existingexternal Oracle, MySQL or SQL Serverdatabase

• Descriptive metadata can select from oneor more standard metadata schemasprovided (display and edit templatesincluded)

○ Encoded Archival Descriptor (EAD) 2002

○ MODS 3.4

○ Dublin Core 1.1

• Alternately, descriptive metadata can makeuse of user provided descriptive metadataschemas

○ Add XML schema definition

○ Add transforms to present and edit theschema (XSLT)

○ Add templates to allow metadata withdefault values to be quickly added toinformation objects

• Content management functions provided:

○ Assign one or more metadata fragmentsto an information object (file, record /deliverable unit, collection)

○ Edit descriptive metadata on anyinformation object

○ Hard delete information objects withapproval steps and optional time limitedrecovery

○ View the audit trail of information anddigital objects

• Unlimited information hierarchy, with digitalobjects held at any level

• An optional module allows you to drag anddrop to organize and reorganize contentand create virtual hierarchies

• Synchronize catalog metadata andcollection structure from Axiell CALM, Adliband ArchivesSpace

AccessPreservica EE provides a Web based “Explorer” to allow the browsing, searching, viewing and downloading of all metadata and content:

• Interactive features:

○ Explore the collection hierarchy, drilling down to information objects of interest

○ Flexible post ingest collection arrangement with drag-and-drop

○ Easy to build Virtual Collections to enable the rapid creation of temporary exhibitions

○ View the files and all metadata(description and audit trail) for any information object

○ View technical metadata for files

○ Thumbnail preview of files (for selected file formats)

○ Download any manifestation(representation) of an entire information object or selected file

○ In-browser rendering to view, listen or play content without having to download the file

• Search tools including:

○ Full text search of permitted file formats and metadata

○ Logical search functions (AND OR NOT etc.)

○ Filtered searches incorporating searching over any registered descriptive schema

○ Limit search to within a selected collection or deliverable unit

• External access

○ An optional access module can be added to provide a brandable Web based portal to provide advanced search and easy public and internal access to collection content

○ Integration with content management systems via CMIS interface (read only)

• Workflows

○ Launch Access workflows, for example creating a Dissemination Information Package (DIP) for download or delivery, transforming metadata for download into preferred schema either usingthe provided METS transform or a user provided transform, and sending notifications by e-mail and/or text when the DIP is ready for download

○ Launch Data Management workflows for a specific information object, for example delete or move

○ Customize Access workflows by adding or modifying workflow steps

• Ability to control access to content (orcontent and metadata) through roles andaccess control lists (see Administration)

Preservation Planning and Action• Organization and Planning:

○ Uses File Format Registry based on theUK National Archives PRONOMdatabase

○ Ability to perform preservation planningbased on risks stored in the registry, orby simple selection of formats. Thisincludes the ability to select preservationand presentation actions and to selectmigration pathways

○ Growing list of file formats recognized(currently 1200) and migration pathways(currently 590)

• Edit the Format Registry to add customformats, migration pathways and tools

• Characterizing the collection:

○ Ability to perform file-levelcharacterization including formatidentification, format validation andproperty extraction using best availabletool

○ Ability to perform componentidentification and measurementof component-level essentialcharacteristics (e.g. Web pages)

• Migration

○ Ability to perform migrationsincluding post-migration verificationof component-level essentialcharacteristics

○ Ability to create new “Digital Master”preservation copies

○ Ability to create lower qualitypresentation copies used fordissemination

○ Ability to see and compare pre- andpost- migration component information

• Support for Long Term Non-PermanentRecords

○ Automatically classify and set accesspermissions during ingest

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○ Automate future actions (e.g. appraise,delete) based on policy rules

○ Search by classification

• Standard tools provided including:

○ Identification / Characterization: DROID6, JHOVE (JPEG, PDF, HTML,JPEG2000, AIFF, XML, TIFF, GIF,PNG), Native XML (validation only),Java Image IO (for image formats),Jakarta POI (for MS Office), Media Info(for video formats), Entagged Library(for audio formats), FiWalk (for diskimages)

○ Migration: for example NativeJava Image library (most imageformats), Oracle Open Office (variousoffice formats to PDF and PDF/A),Imagemagick (most image formats),FFMPEG (various AV formats),Handbrake (for web friendly video), iCat

• Ability to perform embedded objectextraction and iterative file-levelcharacterization within container formats(e.g. ZIP, GZIP, TAR, MS Office)

• Implementation of all Preservation Actionsvia the standard workflow engine allowingmore complex pathways or actions to beautomated and if needed, customized

Administration• Includes a set of standard reports produced

in PDF, XML or CSV formats:

○ Ingest Reports

○ Access Reports

○ Data Management Reports

○ Preservation Reports

○ Administration Reports

• Create and Upload custom reports

• Administration

○ Maintain Transfer Agreements withcontent suppliers

○ Manage schemas used for contentdescription

• User Management

○ Create and suspend users

○ Create roles and assign to users

○ Users requested new password

• Comprehensive security model forinformation objects

○ Define tags saying which actions can beperformed by which user roles

○ Assign tags to collections and records(deliverable units) allowing fine grain user access control to information objects

SupportOperations• Preservica EE is installed and configured on

client hardware, on either Linux or Windowsoperating systems, by Preservica staff

• Configured to use a client’s Open LDAP,Active Directory, or SAML provider (e.g.Azure AD) for access control

• Configured to use a client’s database.MySQL, Microsoft SQL Server or Oracleare supported

Professional ServicesPreservica EE is provided as the core of the Digital Preservation solution. A range of professional services are also available:

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Free “Digital Preservation Business Case”templateFree “Calculating your Digital Value atRisk” spreadsheet

• Data migration service to define theprocess and method for preserving legacyapplication data

• Customization of Preservica EE to fitbespoke use cases and system integration

• Training for users and managers of thesystem

Professional SupportPreservica provides a full ongoing support service, advice and guidance, and bug fixing.

Development ProgramPreservica EE is under active development with major and minor releases made throughout the year. All development is performed under our ISO 9001 Quality Management System.

EE has an optional Software Development Kit (SDK) which allows development partners to customize and integrate with other systems.